Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Live Disclosures

Portfolio disclosures for 2026 Q1 are currently underway and will close on May 15th. As of this moment, 4,833 funds (~55%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
BWAM
2501
Blue Water Asset Management
Michigan
$289M +$11.3M +4% 108
LWP
2502
LeClair Wealth Partners
Ohio
$289M +$117M +68% 204
WPWM
2503
Windward Private Wealth Management
Kansas
$289M +$530K +0.2% 45
CAM
2504
Costello Asset Management
Pennsylvania
$289M -$13.1M -4% 738
NPI
2505
New Perspectives Inc
Mississippi
$289M +$370K +0.1% 44
RIA
2506
Realta Investment Advisors
Delaware
$288M -$16.2M -5% 405
EW
2507
Enzi Wealth
Texas
$288M +$4.44M +2% 73
TW
2508
ticino wealth
California
$288M +$17.9M +7% 143
FCG
2509
Financial Connections Group
California
$288M -$3.33M -1% 264
FWM
2510
Forza Wealth Management
Florida
$287M +$10.9M +4% 191
LCM
2511
Lazari Capital Management
California
$287M -$10.2M -3% 180
EWA
2512
Encompass Wealth Advisors
Oregon
$287M -$6.51M -2% 106
WMR
2513
Wealth Management Resources
Rhode Island
$287M +$3.16M +1% 30
IWM
2514
Iams Wealth Management
Nebraska
$287M +$9.83M +4% 202
SA
2515
Skyline Advisors
Washington
$287M -$12.9M -4% 128
AWM
2516
Avaii Wealth Management
Wisconsin
$286M +$10.6M +4% 170
MAG
2517
Mayfair Advisory Group
Alabama
$286M +$28.9M +11% 184
IRAG
2518
Investment Research & Advisory Group
Georgia
$286M -$15.8M -5% 295
MWA
2519
Mills Wealth Advisors
Texas
$286M +$32.7M +13% 86
MC
2520
Muzinich & Co
New York
$286M -$32.1M -10% 38
NWWA
2521
New Wave Wealth Advisors
Arkansas
$286M +$12.7M +5% 224
HMP
2522
HS Management Partners
New York
$286M -$183M -39% 27
SIIL
2523
Sinvest Investments II Ltd
$286M -$105M -27% 1
LCM
2524
Leisure Capital Management
California
$286M -$16.2M -5% 161
ILI
2525
Invesco LLC (Illinois)
Illinois
$286M -$11.8M -4% 137